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Vanguard Short-Term Bond ETF

718 hedge funds and large institutions have $13.6B invested in Vanguard Short-Term Bond ETF in 2019 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 259 increasing their positions, 272 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 58

2% more funds holding

Funds holding: 706718 (+12)

5% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 272

12.8% less ownership

Funds ownership: 69.65%56.85% (-13%)

20% less funds holding in top 10

Funds holding in top 10: 9979 (-20)

30% less capital invested

Capital invested by funds: $19.4B → $13.6B (-$5.81B)

Holders
718
Holders Change
+12
Holders Change %
+1.7%
% of All Funds
15.54%
Holding in Top 10
79
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-20.2%
% of All Funds
1.71%
New
79
Increased
259
Reduced
272
Closed
58
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LNC
326
Lincoln National Corp
Pennsylvania
$1.32M +$134K +1,702 +11%
IP
327
Investment Partners
Ohio
$1.28M +$139K +1,762 +12%
W
328
Wealthquest
Ohio
$1.27M +$100K +1,269 +9%
CIC
329
Carnegie Investment Counsel
Ohio
$1.26M -$296K -3,750 -19%
CFA
330
Cahill Financial Advisors
Minnesota
$1.26M -$3.39K -43 -0.3%
BEAM
331
Baker Ellis Asset Management
Washington
$1.25M +$47.4K +600 +4%
DMIC
332
Dixon Mitchell Investment Counsel
British Columbia, Canada
$1.23M
DY
333
Dowling & Yahnke
California
$1.22M +$1.21M +15,294 New
ACP
334
Ashfield Capital Partners
California
$1.22M -$19.7K -250 -2%
ACS
335
Archford Capital Strategies
Illinois
$1.22M -$17.8K -225 -1%
MPWT
336
MassMutual Private Wealth & Trust
Connecticut
$1.21M -$1.42M -18,023 -54%
RFC
337
Regions Financial Corp
Alabama
$1.21M -$106K -1,339 -8%
BBA
338
BLB&B Advisors
Pennsylvania
$1.19M +$32.7K +414 +3%
AIM
339
Anchor Investment Management
South Carolina
$1.18M -$24.2K -307 -2%
FPFS
340
First Personal Financial Services
North Carolina
$1.17M -$3.63K -46 -0.3%
SFS
341
Sowell Financial Services
Arkansas
$1.16M -$3.02M -38,254 -72%
CIBC Private Wealth Group
342
CIBC Private Wealth Group
Georgia
$1.15M +$44.7K +567 +4%
WWM
343
Western Wealth Management
Colorado
$1.15M +$35K +444 +3%
JWS
344
Juncture Wealth Strategies
Arizona
$1.12M +$32.1K +407 +3%
BS
345
Boenning & Scattergood
Pennsylvania
$1.11M -$24.6K -312 -2%
PPW
346
Pasadena Private Wealth
California
$1.1M +$558K +7,076 +104%
MFW
347
Mosaic Family Wealth
Missouri
$1.09M -$129K -1,638 -11%
BTW
348
Boston Trust Walden
Massachusetts
$1.09M
SWM
349
SeaCrest Wealth Management
New York
$1.08M -$131K -1,657 -11%
GIM
350
Goelzer Investment Management
Indiana
$1.08M -$26.7K -338 -2%

BSV Hedge Fund Activity: Q1 2019 in Review

718 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q1 2019, worth a combined $13.6B — down 30% from $19.4B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new BSV positions and 58 closed out — a net gain of 21 holders — while 259 added to existing stakes and 272 trimmed.

The largest buyer was Jane Street, adding an estimated $87.8M. The largest seller was Bank of America, cutting an estimated $3.18B.

  • 718 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q1 2019, up from 706 in Q4 2018.
  • Funds reported $13.6B of Vanguard Short-Term Bond ETF stock for Q1 2019, down 30% quarter-over-quarter.
  • 79 funds opened new Vanguard Short-Term Bond ETF positions in Q1 2019 and 58 closed out, a net change of +21 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q1 2019 was Jane Street, an estimated $87.8M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q1 2019 was Bank of America, an estimated $3.18B sold.

Based on aggregated 13F filings for Q1 2019.